JAG
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Journey Advisory Group’s iShares Silver Trust SLV Stock Holding History

Journey Advisory Group’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$804K Sell
11,793
-6,201
-34% -$471K 0.07% 156
2025
Q4 		$1.16M Sell
17,994
-5,490
-23% -$275K 0.1% 146
2025
Q3 		$995K Hold
23,484
– – 0.07% 155
2025
Q2 		$771K Sell
23,484
-300
-1% -$9.18K 0.06% 177
2025
Q1 		$737K Sell
23,784
-75
-0.3% -$2.18K 0.06% 171
2024
Q4 		$634K Hold
23,859
– – 0.08% 134
2024
Q3 		$634K Hold
23,859
– – 0.08% 134
2024
Q2 		$634K Buy
23,859
+500
+2% +$13.2K 0.08% 134
2024
Q1 		$531K Buy
+23,359
New +$499K 0.07% 157
2023
Q2 		– Sell
-12,111
Closed -$268K – 240
2023
Q1 		$268K Sell
12,111
-13,824
-53% -$286K 0.04% 198
2022
Q4 		$571K Sell
25,935
-5,690
-18% -$111K 0.14% 124
2022
Q3 		$553K Buy
31,625
+1,275
+4% +$22.6K 0.14% 134
2022
Q2 		$570K Sell
30,350
-275
-0.9% -$5.74K 0.13% 136
2022
Q1 		$701K Sell
30,625
-13,270
-30% -$295K 0.18% 116
2021
Q4 		$944K Sell
43,895
-8,980
-17% -$194K 0.26% 86
2021
Q3 		$1.08M Sell
52,875
-60,485
-53% -$1.36M 0.35% 67
2021
Q2 		$2.75M Sell
113,360
-900
-0.8% -$22.3K 0.87% 31
2021
Q1 		$2.59M Sell
114,260
-37,250
-25% -$907K 0.91% 30
2020
Q4 		$3.72M Buy
+151,510
New +$3.45M 1.39% 15

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Journey Advisory Group's SLV Position: Q1 2026 in Review

Journey Advisory Group reduced its iShares Silver Trust (SLV) stake by 34% in Q1 2026, selling an estimated $471K and leaving 11,793 shares worth $804K. The position accounts for 0.07% of the portfolio, ranked #156.

Journey Advisory Group first reported a position in SLV in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.72M in Q4 2020. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Journey Advisory Group held 11,793 shares of iShares Silver Trust worth $804K as of Q1 2026.
  • Journey Advisory Group sold 6,201 iShares Silver Trust shares in Q1 2026, an estimated $471K.
  • iShares Silver Trust made up 0.07% of Journey Advisory Group's portfolio in Q1 2026, its #156 holding.
  • Journey Advisory Group first reported a position in iShares Silver Trust in Q4 2020 and has held it in 19 quarters since.
  • Journey Advisory Group's iShares Silver Trust position peaked at $3.72M in Q4 2020.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.